Other Professional-Seasonal

Overview

This role is responsible for enterprise IT financial planning and analysis, including budgeting, forecasting, financial reporting, modeling, and performance insights for technology investments and spending.

Responsibilities

• Lead budgeting, forecasting, financial planning, and reporting for IT investments and operating expenses.
• Perform month-end review and analysis of financial results during the monthly accounting close process, comparing planned and historical results; communicate corrections and/or suggested accrual adjustments to the Finance department.
• Maintain, update, and distribute monthly management financial reports.
• Partner with executive and operational management to identify positive and/or negative performance trends and formulate plans of action when needed.
• Support management before, during, and after the annual budget process, including answering financial policy questions, estimating revenue and/or expenses, verifying accuracy, and validating assumptions.
• Partner closely with the CIO and leadership team on staffing, capital spend, company-wide licenses, allocations, and related planning.
• Identify and recommend savings and efficiencies; drive continuous improvement and apply an ROI lens to challenge and refine IT investment decisions.
• Construct and manage financial models used in support of strategic planning and budgeting processes.
• Estimate certain financial reserves and ensure the organization is sufficiently provisioned for expected liabilities consistent with GAAP.
• Serve as a liaison between management and the Finance department by interpreting financial results and/or policies and investigating extraordinary or unusual activity within monthly results.
• Lead development and implementation of improved, consistent metrics/dashboard reporting using financial and non-financial analytics, including forward-looking information and drivers.
• Drive economic value creation by identifying and leveraging profitability drivers.
• Proactively identify and manage risks and opportunities.
• Support asset management and capitalization activities, including assessing ROI and tracking spend.
• Handle planning in multiple currencies, including intercompany transactions and allocations.
• Uphold the Code of Business Conduct at all times.
• Perform other duties as assigned and participate in special projects as needed.

Requirements

• Bachelor’s degree in accounting, finance, or a technology-adjacent field; MBA is preferred.
• 5+ years of corporate financial planning, budgeting, and strategic planning.
• FP&A experience preferably supporting Technology/IT organizations.
• Strong expertise in budgeting, forecasting, financial modeling, and financial analysis.
• Strong modeling capability to support the development and implementation of improved consistent metrics/dashboard reporting using financial and non-financial analytics, including forward-looking information and drivers.
• Experience with Enterprise planning and Procure-to-Pay applications.
• Ability to formulate and track key activities that impact financial performance and support business growth.
• Confidence to work with business management to develop specific action plans to address performance gaps.
• Business acumen to proactively identify and manage risks and opportunities.
• Ability to drive economic value creation through identification and leveraging of profitability drivers.
• Ability to build relationships with business management to develop likely forecasts/budgets and obtain timely information on changes to key levers.
• Clear communication skills.

Preferred Qualifications

• Financial Planning & Analysis background in the insurance/financial service industry.

Compensation & Benefits

• Not specified in the provided job description.

Location

• Not specified in the provided job description.